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Tag Archives: Tracking Ownership
Ownership Type Categories and Related Characteristics
Here is a synopsis of ownership types used within Corporate Focus: Stock – The Stock category is non-derivative (direct) ownership with transferability. It is used for all types of non-convertible ownership that do not require vesting. Other – The Other … More
How-To Show Outstanding Only on Ownership Report
How to run a report showing only outstanding ownership records: On the Reports tab, locate the report you want to run. Click the report name link to open the Parameters screen. In the upper right-hand corner of the report … More
How to Void a Ledger record
Scenario: An incorrect ledger entry was made that should not be shown on the ledger. You don’t want to have a gap appearing in your ledger’s ID numbers for audit purposes. Solution: The goal is to have a record that … More
How to Redeem Shares
Redeeming shares is actually the same as canceling shares, with a different description entered into the Basis of Disposition field. This process assumes that all shares outstanding in a record are going to be redeemed (not a partial redemption). In … More
Accelerating Option Vesting in Corporate Focus
Overview Accelerated vesting arises in one of two ways: (1) vesting of shares is to be accelerated due to an event such as a change of control or achievement of a milestone; (2) an error in calculating the vesting occurred … More
Running Exercise Price Range
The exercise price range report can be run to to report the weighted average remaining contract term and exercise price for options outstanding and options exercisable. Continue reading More
Understanding Ownership Tracking
Corporate Focus includes native tracking for stock, convertible, option, warrant, and note security types. This guide outlines the basics in setting up an Ownership Type and adding an Ownership Ledger record. You may also be interested in… Learning the Basics … More
Practical Guidance for Advanced Ownership
All new users of Corporate Focus interested in setting up the perfect cap table should review this guide. Continue reading More
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